Timothy James Schneider
Investment adviser representative at "tate Asset Management" and "dco Wealth Management"
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$393.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- "tate Asset Management" and "dco Wealth Management"Jan 2025 to now
- Acas, LLCJul 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
"tate Asset Management" and "dco Wealth Management"
Legal name: Acas, LLC
$393.4MAssets managed
256Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3238162
- Firm CRD
- 160657